Solana（Sol）价格预测：Altcoin的表现是否优于其主要竞争对手？

虽然索拉纳在过去一年中仅增长了5％，但由于其潜在的技术能力，Altcoin周围的全球情绪是看好的

Global sentiment around Solana (SOL) is bullish as the asset’s technical potential to outperform its main rivals in performance is being realized, putting it in contention for inclusion in a US digital asset stockpile.

索拉纳（SOL）（SOL）的全球情绪是看好的，因为该资产的技术潜力胜过其在绩效方面的主要竞争对手的技术潜力，这使它成为了将其纳入美国数字资产库存的争议。

Solana’s Firedancer validator client, expected to leave testnet in 2025, is demonstrating transaction-per-second capabilities exceeding one million in test environments, a development that is being touted as a solution to core blockchain scalability challenges.

索拉纳（Solana）的Firendancer验证器客户端预计将在2025年离开TestNet，它在测试环境中证明了超过一百万美元的每秒交易功能，这一开发被吹捧为解决核心区块链可伸缩性挑战的解决方案。

This leap in performance, designed to enhance network stability, is occurring as Solana is gaining attention from both government and corporate sectors.

随着索拉纳（Solana）引起政府和公司部门的关注，这种旨在增强网络稳定的性能的飞跃正在发生。

The asset’s potential inclusion in a US digital asset stockpile and a trend of public companies converting treasury reserves to SOL are highlighting the technical promise of the network.

资产的潜在包含在美国数字资产库存中，以及将财政部储备转换为SOL的上市公司的趋势，突显了网络的技术承诺。

Solana Firedancer validator

SOLANA FIREDANCER验证器

The Firedancer validator client, developed by Jump Crypto, addresses historical criticisms of Solana’s network stability and client homogeneity.

由Jump Crypto开发的Firendancer验证器客户端介绍了对Solana网络稳定性和客户同质性的历史批评。

It introduces a C++ client alongside the original Rust-based version to foster client diversity and mitigate the risk of a single bug causing a complete network halt.

它与原始的基于Rust的版本一起介绍了C ++客户端，以促进客户端多样性，并减轻导致完全网络停止的单个错误的风险。

This client architecture, featuring a custom networking stack and optimized cryptography, enables it to achieve peak performance exceeding one million transactions per second in test settings.

该客户端体系结构具有自定义的网络堆栈和优化的密码学，使其能够在测试设置中实现超过每秒100万笔交易的峰值性能。

This surpasses the reported capabilities of both Ethereum and Stellar, rendering Firedancer among the fastest platforms in testing for throughput capacity.

这超过了以太坊和恒星的报道能力，在测试吞吐量容量的最快平台中射击了。

A hybrid version of the client, known as Frankendancer, has been live on the mainnet with early adopters since September 2024, with the full mainnet release planned for later this year.

自2024年9月以来，该客户的混合动力车（被称为Frankendancer）与早期采用者一起直播，并计划于今年晚些时候发布Mainnet版本。

The successful deployment of this technology is crucial for attracting enterprise-grade applications that demand high network reliability and stability.

该技术的成功部署对于吸引需要高网络可靠性和稳定性的企业级应用程序至关重要。

Alongside these technical advancements, the Solana community should keep abreast of policy developments in the United States.

除了这些技术进步之外，Solana社区应与美国的政策发展保持同步。

An Executive Order signed on March 6 established a “Strategic Bitcoin Reserve” and a separate “U.S. Digital Asset Stockpile” for non-bitcoin assets.

3月6日签署的一项行政命令为非比比币资产建立了“战略性比特币储备”和单独的“美国数字资产库存”。

While the order itself does not mention specific altcoins, President Donald Trump’s statement on March 3 included Solana in the broader US strategic crypto initiative.

尽管该命令本身并未提及特定的Altcoins，但总统唐纳德·特朗普（Donald Trump）在3月3日发表的声明包括索拉纳（Solana）参加了更广泛的美国战略加密计划。

As the Federal Register outlines, any government holding of Solana would fall under the “Digital Asset Stockpile,” which is funded by assets forfeited to the U.S. Treasury.

正如联邦公报概述的那样，任何政府持有索拉纳的持有都将属于“数字资产库存”，该资产由没收给美国财政部的资产资助。

“The "United States Digital Asset Stockpile," capitalized with all digital assets owned by the Department of the Treasury, other than BTC, that were finally forfeited as part of criminal or civil asset forfeiture proceedings and that are not needed to satisfy requirements.”

“美国财政部拥有的所有数字资产（BTC以外）资本的“美国数字资产库存”最终被作为刑事或民事资产没收程序的一部分而被没收，而不需要满足要求。”

This framework does not mandate active market purchases of SOL, but its potential inclusion provides a level of official recognition that could influence institutional perception.

该框架并未要求对SOL进行积极的市场购买，但是其潜在的包容性提供了一定程度的官方认可，可能会影响机构的看法。

Given the rise in memecoin activity on Solana and the prevalence of rug pulls, the potential for government seizures of SOL has increased.

鉴于对索拉纳（Solana）的成长活动的提高和地毯拉力的普遍性，政府扣押的潜力增加了。

Seized crypto could be used to capitalize the government’s digital asset stockpile and may be held indefinitely.

扣押的加密货币可用于资本化政府的数字资产库存，并且可以无限期地持有。

Like the strategic Bitcoin reserve, the U.S. government has no immediate plans to purchase any digital assets, rendering criminal forfeiture as the primary avenue for the government to acquire crypto.

像战略比特币保护区一样，美国政府没有立即计划购买任何数字资产的计划，将刑事没收作为政府收购加密货币的主要途径。

However, given the SEC’s declaration of memecoins as non-securities, law enforcement's ability to prosecute rug pulls becomes more complex, potentially impacting the types of seized assets flowing into the stockpile.

但是，鉴于SEC宣布成年人为非安全性，执法部门起诉地毯拉力的能力变得更加复杂，可能会影响流入库存中的扣押资产的类型。

Institutional adoption of Solana

机构采用Solana

This institutional narrative is further supported by activity in the corporate sector.

公司部门的活动进一步支持了这种机构叙述。

In late May, SOL Strategies, a publicly traded company, announced it had fully divested its Bitcoin position to focus its treasury exclusively on Solana, holding approximately CAD $100 million in SOL.

5月下旬，一家公开交易的公司Sol Strategies宣布已完全剥离其比特币头寸，将其专门集中在Solana上，持有大约1亿美元的SOL。

The company also filed a preliminary base shelf prospectus to potentially raise up to $1 billion for future investments in the Solana ecosystem.

该公司还提交了初步的基本货架招股说明书，可能会筹集高达10亿美元，以用于对Solana生态系统的未来投资。

Leah Wald, CEO of SOL Strategies, stated that the company is "all in on Solana," aligning its treasury with validator growth and long-term ecosystem investment.

SOL Strategies首席执行官Leah Wald表示，该公司“全部介绍了Solana”，将其财政部与验证者的增长和长期生态系统投资保持一致。

Other firms like Classover Holdings and DeFi Development Corporation are also building substantial SOL-based treasuries, showcasing an emerging trend of corporate capital shifting into the Solana ecosystem for primary asset holdings.

诸如Classover Holdings和Defi Development Corporation等其他公司也正在建立大量基于SOL的国债，从而展示了公司资本转移到Solana生态系统以用于主要资产持有的新兴趋势。